May. 12 at 11:36 AM
$TSLA $TSLL If Trump were to actually allow this my guess is a pretty epic hit to TSLA's current 393 P/E, TBD. WSJ - Ford is set to open its first wholly owned US greenfield plant in decades, a
$3 billion Michigan battery project powered by technology from China’s CATL. The tie-up, a rare example of US-China cooperation, is emerging as a potential template for how the two sides can do business despite tensions. Antagonism between the superpowers has made such deals politically contentious. Chinese investment has slowed to a trickle since Trump’s first term and Beijing has pushed for a rollback of national-security restrictions. EV makers like BYD and Xiaomi are effectively shut out by 100% tariffs, but that hasn’t stopped speculation, with Ford recently denying talks with Geely to bring Chinese tech stateside.
Chinese automakers want into the US market, and for all his China-bashing, Trump has signaled he may allow it—on his terms.
